The Financial Analysis and Planning Graduate Certificate is designed for students interested in acquiring theoretical and practical financial knowledge and skills consistent with 21st century organizational needs and financial industry careers.

The certificate program satisfies the need for learning about professional career opportunities for future success in financial certification exams such as CFA exam or CFP exam or a terminal degree in Finance.

Five Courses (15 hours) are required for the certificate from the list outlined outlied below. 

NOTE: this list is subject to change. Students must consult the UofM Catalog or their academic advisor to ensure they are taking the correct courses.

Students should consider CFP Board's course requirements for eligibility to sit for the national CFP exam, or alternatively courses that prepares them for the international CFA exam. 

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1. To obtain the certificate, a student must complete five courses recommended for preparing CFA or CFP exam with an average grade of 3.0 (B) or higher, for a total of 15 credits.
   
   
2. In the semester of graduation, the student must submit an Intent to Graduate form to the Graduate School and a Graduate Certificate Candidacy form to the College Director of Graduate Studies by the deadline specified by the Graduate School.

1. Same as College and University requirements
   
   
2. The certificate program in Financial Analysis and Planning may be pursued concurrently with other graduate programs at the University of Memphis. To be approved for the program, students currently admitted to a graduate program at this University must complete an application form and submit it and a current graduate transcript to the Department of Finance, Insurance & Real Estate for review.
   
   
3. Non-degree seeking graduate students may also pursue this certificate program of study. To be approved for the program, these students must submit evidence of this non-degree-seeking graduate student status, along with the completed application form, to the Department of Finance, Insurance and Real Estate for review.
   
   
4. Admission to this certificate program is not an implied acceptance into any master's degree program in the Fogelman College of Business & Economics.